How to Keep Formatting When Converting to Docusign

Quick summary

This demo walks you through how to keep formatting intact when converting and uploading documents to DocuSign, covering file type best practices, the document editor, and how to place signature fields without disrupting your layout.

Steps

1. Click 'Start' to add a new document in DocuSign.
2. Click 'Upload' and select your document — ensure it is the final version with the correct formatting.
3. Click the vertical ellipsis to open document options.
4. Select 'View Document' to open the document preview.
5. Review your document to confirm it is correctly formatted and in a supported file type such as PDF, DOC/DOCX, or another standard format.
6. Enter the email addresses of all recipients who need to sign the document.
7. Click 'Next' to enter the document editor.
8. Drag and drop signature fields and other required fields onto the document, taking care not to alter the existing layout.
9. Click the 'Preview' option to review how the document looks with fields added and confirm formatting is intact.
10. If not already a PDF, convert your document to PDF before uploading to DocuSign to minimise formatting issues.
11. Click 'Formatting' to access formatting settings within DocuSign.
12. Use standard fonts that are more likely to be preserved when converting to PDF and uploading to DocuSign.
13. Once finished, click 'Send' to dispatch the document to recipients.
14. Confirm that your document's formatting remains consistent throughout the conversion and sending process.